We are looking for a reliable and detail-oriented Office Assistant to join our team in Youngstown, Ohio. This is a long-term contract position within the banking industry, offering an excellent opportunity to contribute to daily office operations and support organizational efficiency. The ideal candidate will handle document management tasks and other clerical duties with precision and professionalism.<br><br>Responsibilities:<br>• Digitize paper documents and electronic files following established procedures.<br>• Operate office equipment, including Xerox machines, to complete scanning and copying tasks.<br>• Ensure the confidentiality and accuracy of sensitive financial information during document handling.<br>• Assist with answering inbound calls and directing inquiries appropriately.<br>• Maintain organized electronic filing systems to support efficient record-keeping.<br>• Perform receptionist duties, such as greeting visitors and managing incoming correspondence.<br>• Support general clerical activities to ensure smooth day-to-day office operations.<br>• Collaborate with team members to meet deadlines and ensure consistent workflow.
We are looking for a dedicated and organized Office Assistant to join our team in Youngstown, Ohio. In this long-term contract position, you will play a vital role in supporting the daily operations of a financial institution by managing document scanning, filing, and other essential clerical tasks. This is an onsite role that requires attention to detail and a commitment to maintaining confidentiality while handling sensitive information.<br><br>Responsibilities:<br>• Scan and convert paper documents into electronic format following established procedures.<br>• Operate office equipment, including Xerox machines, to complete scanning and copying tasks efficiently.<br>• Ensure the accurate organization and filing of digital records for easy access and retrieval.<br>• Maintain confidentiality while handling sensitive financial and client information.<br>• Assist with answering incoming calls and directing them appropriately.<br>• Perform general clerical duties, such as sorting mail and managing office supplies.<br>• Collaborate with team members to ensure smooth daily operations.<br>• Address any equipment issues and coordinate maintenance when necessary.<br>• Maintain a clean and organized workspace to support efficient operations.
1. Gather, scan, and electronically bookmark paper and electronic documents for tax preparation (example, 1040 documents). <br>2. Provide initial review of data validation for input into tax return using Autoflow. <br>3. Collating tax returns, both paper and via Safe Send, and securely upload tax returns using Safe Send and transmit to clients for signature. <br>4. Build, maintain, and organize files within the Tax department, both electronically and physically, utilizing the systems and software provided. <br>5. Serve as general backup for all areas of client support in gathering information as needed to respond to client requests and inquiries in a timely and courteous manner. <br>6. Support with Year End correspondence – bulk mailing, consent forms, engagement letters, tax organizers, etc. <br>7. Administration and documentation of year end documents as received. <br>8. Responsible for adding new client workflows, importing client assignments, and adding new engagement binders. <br>9. Securely run reports for annual evaluations. <br>10. Release efile returns as appropriate and maintain efile system <br>11. Monitor for rejection notices from electronic filings and escalate any needed actions. <br>12. Assist with the batch extension process and updating due dates in workflow software. <br>13. Monitor Safe Send and download completed documents and organizers as submitted by clients to H2R. <br>14. Assist with workflow and production reporting. <br>15. Monitor CPE tracking for tax department. <br>16. Send and monitor CPE surveys for tax department.
<p>We’re looking for a detail-oriented General Office Clerk professional for tax season in White Oak, PA. Ideally our client is looking to start this candidate mid-end January. This will be a part-time contract position till mid- April. Hours are flexible and they are flexible 20-25 hours per week. Pay: $16-17. </p><p><br></p><p>The role focuses on scanning, verifying, and electronically filing tax-related documents (1040s, W2s, investment statements, etc.) while ensuring data accuracy. </p><p><br></p><p>Responsibilities:</p><p>Document Imaging: Scan and verify client paperwork.</p><p>Data Entry: Review and correct scanned data before entering it into tax software.</p><p>File Management: Electronically file scanned documents.</p><p>Qualifications:</p><p>Prior administrative or clerical experience (accounting/tax preferred).</p><p>Attention to detail and ability to verify data.</p><p>Familiarity with tax software (SurePrep, UltraTax, QuickBooks) is a plus.</p><p>Reliable and professional demeanor.</p><p><br></p><p>Dress Code: Business casual.</p>
